How-To Guide Free & Open Source No Code Required

Install the Sales Enablement Plugin for Claude in 10 Minutes

Turn Claude into your always-on sales intelligence partner. 18 AI-powered skills that learn from every deal, adapt to every rep, and get smarter every quarter — completely free.

10 min setup Zero coding 18 skills included

What You're Getting

The Sales Enablement Plugin is a free, open-source plugin that plugs directly into Claude Desktop or Cowork. Think of it as hiring a sales ops analyst, competitive intelligence researcher, and deal strategist rolled into one — except it works 24/7 and never forgets a thing.

18
AI Skills
7
Slash Commands
4
Automations
16
MCP Tools
9
Connectors
1
Learning Brain

Unlike traditional sales tools that give you static templates, this plugin builds a persistent memory that compounds over time. The battle cards you generate in month one are fundamentally better than generic templates because by month three, the system knows your product, your competitors, your ICP, and your deal patterns.

Installation: 3 Steps

1

Download the Plugin

Go to the GitHub repository and click the green Code button → Download ZIP. Save the file somewhere easy to find — your Desktop or Downloads folder works.

Link github.com/jbalbu01/sales-enablement-plugin

Important: The file will be named something like sales-enablement-v2.4.0.zip. Don't unzip it — Claude needs the zip file directly.

2

Upload to Claude

If you're using Claude Desktop:

1. Open Claude Desktop
2. Click your profile icon (bottom-left corner)
3. Go to Settings → Plugins
4. Click Upload Custom Plugin
5. Select the zip file you just downloaded

If you're using Cowork:

1. Click the plugin icon in the sidebar
2. Select the zip file

That's it — no Terminal, no code, no config files to edit. Claude handles everything.

3

Start Using It

The plugin is active immediately. Try it out — type one of these:

/deal-review — Describe an active deal and get a full MEDDIC assessment, risk analysis, and win plan
/competitive-pulse — Get a competitive intelligence briefing on your market
/pipeline-digest — See your pipeline health at a glance

Every command works right away with zero configuration. Just describe your situation and the plugin does the rest.

Your New Slash Commands

These are the commands you'll use every day. Just type them into Claude and follow the prompts.

CommandWhat It Does
/deal-reviewFull deal strategy session — health score, MEDDIC assessment, risk analysis, win plan
/pipeline-digestWeekly pipeline intelligence — health metrics, risk alerts, coaching signals
/competitive-pulseReal-time competitive briefing — recent moves, positioning shifts, counter-strategies
/rep-dashboardPersonalized rep performance — skill gaps, pipeline health, coaching priorities
/enablement-dashboardAudit your enablement readiness — content, training, process, tools
/content-auditContent library health check — freshness scoring, gap analysis, remediation plan
/onboarding-planNew hire curriculum with milestones, certifications, and ramp timeline

Supercharge It: Connect Your Tools

The plugin works great standalone — but it gets dramatically better when connected to your actual sales tools. Here's what you can connect and how.

One-Click Connectors (No Setup Needed)

These connect through Claude's built-in connector system. Just click "Connect" and authorize. To connect: go to Settings → Connectors in Claude and click the service you want to enable.

ConnectorWhat It Unlocks
HubSpotLive deal data, pipeline history, contacts, company profiles
SlackTeam discussions, competitive intel threads, deal context
Microsoft 365Calendar context for call prep, email threads, meeting notes
NotionYour existing playbooks, case studies, knowledge base
FirefliesCall recordings and transcripts
AtlassianConfluence pages, Jira tickets

Sales Intelligence MCP Server (Optional, For Power Users)

For deeper integration with Gong, ZoomInfo, Clay, and LinkedIn, the plugin includes a bundled MCP server with 16 additional tools. This lets Claude pull live call transcripts, enrich contacts in real-time, map org charts, and research prospects directly.

You don't need this to use the plugin. The plugin works fully without it. But if you want live data access, the MCP server takes about 10 minutes to set up.

ServiceToolsWhat You Get
Gong5Search calls, pull full transcripts, speaker analytics, call stats
ZoomInfo4Company firmographics, contact search, org charts, tech stacks
Clay3Person enrichment, company enrichment, webhook triggers
LinkedIn3Lead search, profile lookup, company research

Key point: You only need API keys for the services you actually subscribe to. Skip the rest — the plugin gracefully falls back to standalone mode for anything not connected.

Ready to Add the MCP Server?

We wrote a complete setup guide that walks you through every step. One-command installer available — takes about 10 minutes.

Read the MCP Server Guide →

The Secret Weapon: It Learns

Here's what makes this fundamentally different from every other sales tool you've used. The plugin maintains a structured memory that grows with every interaction.

The learning loop: Every time you use the plugin, it follows four steps — read stored context, execute your task, write what it learned back to memory, and check if any existing content needs updating. This means your competitive battle cards auto-flag when a competitor makes a move. Your deal qualification improves as it learns your win/loss patterns. Your coaching adapts to each rep's skill level.

The memory lives in a simple folder structure inside the plugin. It tracks your product details, competitive landscape, ideal customer profile, deal patterns, objection library, team info, and a content registry with freshness scores. Nothing leaves your machine — it's all local.

The ROI: Free vs. $50k+/Year in Software

Most sales teams cobble together five or six paid tools to get what this plugin does for free. Here's how the math works out.

The Traditional Stack

$52,800/year
  • Gong: ~$15,000/year
  • ZoomInfo: ~$15,000/year
  • Enablement Platform: ~$12,000/year
  • Competitive Intel Tool: ~$6,000/year
  • Coaching Software: ~$4,800/year
  • Separate logins, data silos, no learning

Plugin + MCP Server

$0/year
  • 18 skills covering all functions
  • Direct API access to your existing tools
  • Persistent memory that compounds
  • Self-healing content freshness
  • One interface, zero data silos
  • Open source, own your data forever

The real value isn't just cost savings. It's that these capabilities are unified in one place. Your competitive intel feeds your battle cards. Your deal patterns improve your qualification. Your call transcripts train your coaching. Nothing is siloed.

How the Plugin and MCP Server Work Together

Think of it this way: the plugin is the brain — it has the skills, the memory, the commands, and the workflows. The MCP Server is the nervous system — it connects that brain directly to your live data in Gong, ZoomInfo, Clay, and LinkedIn.

You can use the plugin without the MCP server and still get enormous value. Paste in call notes, describe deals, upload competitive research — the 18 skills work with whatever you give them. But when you add the MCP server, Claude can pull that data automatically. Instead of pasting a call transcript, Claude just asks Gong for it. Instead of describing a prospect, Claude enriches them through ZoomInfo or Clay in real time.

Start simple, grow as you need. Install the plugin today. Use the slash commands. Let the memory build. When you're ready for live data integration, add the MCP server. The plugin is designed to be valuable from day one and compound from there.

Need Help Setting Up?

Our team can walk you through the installation, customize the plugin for your team, and connect all your tools in a single session.

Book a Free Setup Call